Before you start
- You must be an organization admin. Members can view a connected Account but cannot revoke the connection.
- Know which connection you want to revoke. The drill-down page shows the Account name, access level, and billing responsibility before you confirm.
Steps
1
Open the connected Account
In the sidebar, open Accounts and click the Account name to open its drill-down page. See Work in a connected Account.
2
Scroll to the Connection section
If you are an admin, the drill-down shows a Connection section near the bottom. The description reads: “Revocation removes this workspace’s authority immediately without changing the Account’s records.”
3
Click Revoke connection
Click Revoke connection to begin. A confirmation panel replaces the button.
4
Review the consequences and confirm
The confirmation panel states: “Access ends immediately. The connected Account keeps its Book, environments, and history.”Click Confirm revoke to proceed, or Keep connection to cancel.
Success
You are redirected to the Accounts portfolio. The revoked Account no longer appears in the reachable portfolio. Deep links to the Account fail closed with the same not-available result as a foreign or malformed Account ID.What revocation does
What revocation does not do
- Revocation does not delete the connected Account, its Book, or its history.
- Revocation does not change the connected Account’s own Clerk Organization or direct access.
- Revocation does not delete or modify Quotes, Commitments, or audit records owned by the connected Account.
- Revocation does not affect other workspaces that may have their own connections to the same Account.
If it does not work
Next
Monitor connected Accounts
Inspect readiness and status across the portfolio.
Connect an existing Account
Connect a different Account when you are ready.